Strategy Performance

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As at 31/12/20251 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy-5.0%-7.0%12.5% 18.9%10.3%12.0%
S&P/ASX Small Ordinaries Accumulation Index1.4% 1.8%25.0%13.4%6.9%7.1%
Alpha-6.4%-8.8%-12.5%5.5%3.4% 4.9%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.

Strategy Performance

Download
As at 31/12/2025 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy-5.0%-7.0%12.5% 18.9%10.3%12.0%
S&P/ASX Small Ordinaries Accumulation Index1.4% 1.8%25.0%13.4%6.9%7.1%
Alpha-6.4%-8.8%-12.5%5.5%3.4% 4.9%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.